MEDIA

Five funds to hold alongside Woodford

Unless you’ve been living on Mars for the past couple of months, you’ll be aware of the hype around the latest launch from the UK’s most famous investor, CF Woodford Income Focus Fund....

Published : 22, Mar 2017

The five questions to ask following the US Fed...

The third 0.25% interest rate hike of this upcycle from the US Federal Reserve begs five questions, all of which have implications for the US, the globe and portfolios.

Published : 16, Mar 2017
Has the time come for Japanese equities?

Has the time come for Japanese equities?

Investors remain lukewarm on the prospects for Japanese equities – 5 experts tell us why we should not overlook the opportunity in Japanese equities.

Published : 14, Mar 2017

Which asset manager is the next takeover target?...

Last week's £11bn merger between Standard Life and Aberdeen Asset Management was a game changer for the industry. Portfolio Adviser asked several wealth managers and analysts, who's...

Published : 14, Mar 2017

The investment trust sectors you should have held...

The average return for an AIC investment company over nearly two decades was 388%. We list the nine sectors that have outstripped this average with some impressive long-term results......

Published : 10, Mar 2017

Spring Budget 2017: the highlights

While chancellor of the exchequer Philip Hammond delivered a Budget that didn't break the mould, the investment community had plenty to say on these top four budget talking points....

Published : 8, Mar 2017

Six changes you need to know from the Spring Budget...

Chancellor Philip Hammond took to the despatch box for the Spring Budget on Wednesday, delivering a hammer blow to qualifying recognised overseas pensions schemes (Qrops).

Published : 8, Mar 2017

Five defensive calls to guard your portfolios...

Cyclical stocks have enjoyed a recent boom as reflation expectations cranked up a gear. We asked fund managers for their thoughts on the best defensive sectors 'left behind' in the...

Published : 3, Mar 2017
The complex task of assessing responsibility

The complex task of assessing responsibility

Investor demand for Socially Responsible Investments (SRI) is on the rise, but how can a fund manager evaluate how ‘socially responsible’ a company really is?

Published : 2, Mar 2017

Five reasons not to fear government bonds

Though the recent uptick in inflation expectations and the Trump-fuelled reflationary trade have scared many investors away from government bonds, five portfolio managers argue there...

Published : 24, Feb 2017
PA Podcast: Why Trump is right about dollar strength

PA Podcast: Why Trump is right about dollar strength...

Alan Higgins, UK CIO at Coutts, discusses currency, his 100-year Mexican bond, and reveals the “big time” growth manager he continues to hold in his portfolios.

Published : 23, Feb 2017

Russell Investments' top five market-shaping themes...

David Vickers, senior portfolio manager of the Russell Investments Multi-Asset Growth Strategy, looks at the top five themes shaping markets this year.

Published : 20, Feb 2017
Company earnings or Trump and China: what will drive GEM returns in 2017?

Company earnings or Trump and China: what will...

Emerging markets are undervalued, offer a compelling growth story and provide much-needed diversification so what is the number one driver for returns in the coming 12 months?

Published : 20, Feb 2017

The top five contrarian plays of the year so far...

From betting on Europe over the US to sticking by emerging market debt, Portfolio Adviser considers five ways portfolio managers have stepped outside the box early on in 2017.

Published : 16, Feb 2017
PA Podcast: Post-crisis memory and asset allocation in a post-Trump world

PA Podcast: Post-crisis memory and asset allocation...

Michael Grady, senior economist and strategist at Aviva Investors, discusses how he goes about finding the right asset allocation signals through the Trumped-up geopolitical noise....

Published : 16, Feb 2017

Is there still opportunity to be found in the...

They are used to double-digit revenue growth and boast some of the most well-known brands in the world, but do the likes of Facebook, Amazon, Apple, Netflix and Google still offer opportunities...

Published : 15, Feb 2017

How advisers are positioning model portfolios,...

Natixis Global Asset Management has issued its latest UK Portfolio Barometer on how advisers positioned model portfolios in the fourth quarter of 2016. Here are five of the key takeaways....

Published : 13, Feb 2017
PA Podcast: Deflation’s demise and the durability of duration

PA Podcast: Deflation’s demise and the durability...

David Jane, head of multi-asset at Miton discusses why getting currency calls correct remains key, how he is thinking about duration and how he is allocating to real assets.

Published : 9, Feb 2017

UBS Wealth's top five investor concerns

With uncertainty in the investment landscape showing no let-up in 2017, Caroline Simmons, deputy head of the UK chief investment office at UBS Wealth Management, reveals the five questions...

Published : 7, Feb 2017
PA Wealth Manager Awards: Kleinwort Benson's Choukeir

PA Wealth Manager Awards: Kleinwort Benson's Choukeir...

CIO at Kleinwort Benson Mouhammed Choukeir shared some thoughts with PA at the 2017 Wealth Manager Awards event.

Published : 7, Feb 2017

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PA ANALYSIS: The battle for financial services as Brexit gets real
PA ANALYSIS: The battle...

Remembered as England’s “largest and bloodiest” encounter,...

Five funds to hold alongside Woodford
Five funds to hold alongside...

Unless you’ve been living on Mars for the past couple...

Woodford’s flagship fund finds footing; smashes £10bn mark
Woodford’s flagship fund...

Neil Woodford’s flagship fund found its footing in...

Morningstar downgrades Jupiter fund, due to “extreme underperformance”
Morningstar downgrades...

Morningstar analysts demoted Jupiter’s UK Growth fund,...

Inflation reaches 2.3% - highest level since 2013
Inflation reaches 2.3%...

February saw UK headline CPI rise to 2.3% - its highest...

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